BNP Paribas Equity Research analyzed SaaS valuations using stock-based compensation in the terminal value framework.

The "SaaSpocalypse" narrative has gripped Wall Street, dragging the software and tech sector down roughly 22% this year. The fear driving this sell-off is singular, terrifying, and easy to understand: ...

AI firm Anthropic’s launch of an update to its Claude AI has led to a stock market drop, leaving AI investors worried.

Jeffries termed the SaaS selloff ‘SaaSapocalypse’ as Asana fell 59% and DocuSign fell 52% over one year. BDCs hold roughly 20% exposure to SaaS companies through direct equity investments and debt ...

ServiceNow is pivoting to be an artificial intelligence (AI) first company, and its generative AI suite of solutions, Now Assist, continues to be a growth driver, reaching a $600 million annual ...

ServiceNow, SAP slide after earnings S&P 500 Software and Services Index at nine-month low Jan 29 (Reuters) - U.S. software stocks fell on Thursday after SAP's underwhelming cloud outlook and a ...

Jan 28 (Reuters) - ServiceNow (NOW.N), opens new tab forecast annual subscription revenue above Wall Street estimates on Wednesday, signaling strong demand for its artificial intelligence-powered ...

ServiceNow CEO Bill McDermott has been on a mission to persuade investors to stop thinking of his enterprise software company as a standard SaaS (software-as-a-service) business. So far, McDermott has ...

ServiceNow signed a three-year deal with OpenAI to use its intelligence models to offer AI agents to customers. ServiceNow will add OpenAI's GPT-5.2 into its enterprise platform. ServiceNow is in the ...

ServiceNow and OpenAI are deepening their strategic partnership with an enhanced collaboration to help enterprises accelerate efforts to turn artificial intelligence (AI) into measurable business ...